Investment Excellence.
Enduring Relationships.

ARX Investimentos is a forward-thinking investment firm built on investment excellence and committed to long-term relationships. Investment excellence comes from being truly investor focused and consistently acting in the best interests of our clients. We pride ourselves on our experience, consistency and heritage - which builds trust and engenders long-term, valued relationships.

Experience and Consistency

Our consistent track record is the result of our experience and deep knowledge of the Brazilian market and a robust investment process guided by discipline and teamwork.

We have a proud history as one of the most trusted and sought-after investment firms in Brazil. And as part of BNY, we bring together the capabilities of one of the world’s leading financial institutions with our unparalleled local knowledge, keeping us close to our clients and in tune with a world seeking something more.

  • 53 professionals

  • 5 complementary strategies

  • R$ 32 bi in assets managed*

  • 23 years of experience

  • US$ 2.0 tri assets under management in the BNY group**

About us

Founded in 2001, ARX Investimentos is controlled by BNY group since 2008. Our funds are distributed across a diversified range of high quality products divided into the following strategies: Equities, Macro, Corporate Debt, Real Estate and Cash Funds.

Our track record proves our ability to deliver a consistent performance, guided by discipline, generation of ideas, teamwork, and a collaborative management process.

ARX has a solid operational and technological infrastructure, which allows greater process efficiency. As we are part of a group with the highest ethical and governance standards, we maintain a structure of risk and compliance controls that operates independently from investment management and seeks to ensure the security of investor assets.

Investment Philosophy

Our investment philosophy is based on optimization of the risk-return ratio, seeking to achieve superior and consistent long-term returns. Our main differential is a highly qualified team, whose extensive management experience in different cycles of the market leads to a competitive advantage to understand and foresee trends.

With a culture centered on meritocracy, ARX seeks to attract and retain talents and reward the best professionals. Investment Excellence and our ability to build Long-term Relationships is underpinned by five key pillars:

  • Experience & Expertise: Our experience and expertise ensure that we are one of the most trusted investment partners and companies in the industry.
  • Consistency: Consistency is the lifeblood of trust and long-term relationships.
  • Governance: Integrity and stewardship are the foundations of investment excellence and solid relationships.
  • Sinergy: True alignment with our clients and partner’s goals and ambitions creates better outcomes - building trust and enduring relationships.
  • Meritocracy: Meritocracy environment closely aligned with interests.


Rogério Poppe, CFA Alexandre Sant’Anna Rodrigo Santos Lucas Bafume Gabriel Barros João Pedro Abreu Bruno Oliveira Bruno Spector Nathan Cavalcante
Eduardo Canto Gabriel Barros Rodrigo Martins Johann Soares Bruno Cianelli
Corporate Debt
Pierre Jadoul, CFA Lucas Dias, CFA Vitor Trova Hugo Matarozzi Henrique Rocha Arthur Lima
Real Estate
Vitor Frango Melina Tseng Marcelo Rabechini, CFA
Investor Relations
Gustavo Castello Branco Bernardo Teixeira Lígia Nunes Mônica Marchevsky Guilherme Caldas, CFA, FRM Ana Carolina Leardine Karla Rodrigues
Guilherme Abry, FRM Márcio Frossard, FRM Tatiana Nunes Rodrigo Marzulo Claudio Öberg Eduardo Assis


Along its 23 years of history, ARX Investimentos and its funds have received many awards. Here are some of the most relevant.

ARX Investimentos was ranked as the 1th fastest growing foreign fund manager in 12 months by the Investidor Institucional magazine; and as the 4th largest foreign fund manager by the Investidor Institucional magazine (June 30, 2021 positions), published in the September 2021 edition. Click here to check it out.


ARX Extra FIC FIM was elected the 2nd best multimarket fund of the decade in the Ranking InfoMoney IBMEC 2020, published in January/20. Click here to check it out.


ARX Investimentos is one of the main highlights of the 2021 FGV Funds Guide among the Experts. The portfolio management team was ranked 2nd place in the Fixed Income category; 5th place in the MoneyMarket category; and 6th place among the Multimarkets. Click here to check it out.


ARX Everest FIC FI Renda Fixa Crédito Privado was elected the best fund in the Fixed Income - Corporate Bonds category of the Best Funds InfoMoney-Ibmec ranking, 2022 edition. Click here to check it out.


ARX Investimentos was the winner of the Fixed Income Funds - Corporate Bonds category in the Best of the Market award by EXAME, one of the most traditional ranking of the Brazilian investment fund industry, published on March 23, 2022. Click here to check it out.


In December 2023, Moody´s Local assigned an Investment Manager Quality Assessment of to ARX, the highest level of the Investment Manager Quality scale. ARX’s assessment reflects Moody´s opinion that the manager has excellent management characteristics, in addition to disciplined and strong procedures. CLICK HERE for the Assessment Announcement.


*Data base: 06/28/24 **Data base: 03/31/24